Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Education

  • VA Tech, BS in Public Administration, 1973
  • VA Tech, MBA, 1975

Community participation

Interests

In my free time, I enjoy playing classical piano and spending time with my family...especially our two grandsons!

I also like to follow Virginia Tech Football and to spend time boating with family and friends.